True Wealth Design, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$262.5M
Holdings
2,650
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (2,650 positions)
| Stock | Value |
|---|---|
ARDXARDELYX INC | $9K |
OXYOCCIDENTAL PETE CORP | $9K |
ITTITT INC | $9K |
APPAPPLOVIN CORP | $9K |
LF2PACIFIC PREMIER BANCORP | $9K |
WDAYWORKDAY INC | $9K |
WDCWESTERN DIGITAL CORP | $9K |
CWTCALIFORNIA WTR SVC GROUP | $9K |
K6BKBR INC | $9K |
CBOECBOE GLOBAL MKTS INC | $9K |
BKBANK NEW YORK MELLON CORP | $9K |
FMCFMC CORP | $9K |
SBUXSTARBUCKS CORP | $9K |
AZNASTRAZENECA PLC | $9K |
RAMPLIVERAMP HLDGS INC | $9K |
STSENSATA TECHNOLOGIES HLDG PL | $9K |
IFFINTERNATIONAL FLAVORS&FRAGRA | $9K |
PG4PRINCIPAL FINANCIAL GROUP IN | $9K |
MSAMSA SAFETY INC | $9K |
ROLROLLINS INC | $8K |
PCRXPACIRA BIOSCIENCES INC | $8K |
OHIOMEGA HEALTHCARE INVS INC | $8K |
FERGFERGUSON ENTERPRISES INC | $8K |
PEOEXELON CORP | $8K |
AROCARCHROCK INC | $8K |
SOSOUTHERN CO | $8K |
DDDUPONT DE NEMOURS INC | $8K |
FTREFORTREA HLDGS INC | $8K |
BTUPEABODY ENERGY CORP | $8K |
RMBS*RAMBUS INC DEL | $8K |
CRLCHARLES RIV LABS INTL INC | $8K |
AEBAALLETE INC | $8K |
ESSESSEX PPTY TR INC | $8K |
KURAKURA ONCOLOGY INC | $8K |
BPOPPOPULAR INC | $8K |
NSPINSPERITY INC | $8K |
DVDOUBLEVERIFY HLDGS INC | $8K |
QLYSQUALYS INC | $8K |
EDCONSOLIDATED EDISON INC | $8K |
AHHARMADA HOFFLER PPTYS INC | $8K |
AWCAMERICAN WTR WKS CO INC NEW | $8K |
PTONPELOTON INTERACTIVE INC | $8K |
DEDEERE & CO | $8K |
SHWSHERWIN WILLIAMS CO | $8K |
SKYWSKYWEST INC | $8K |
NXPINXP SEMICONDUCTORS N V | $8K |
PFBCPREFERRED BK LOS ANGELES CA | $8K |
EMNEASTMAN CHEM CO | $8K |
CMSCMS ENERGY CORP | $8K |
REGNREGENERON PHARMACEUTICALS | $8K |
EXPDEXPEDITORS INTL WASH INC | $8K |
INGRINGREDION INC | $8K |
GDGENERAL DYNAMICS CORP | $8K |
MAAMID-AMER APT CMNTYS INC | $8K |
KMBKIMBERLY-CLARK CORP | $8K |
AMATAPPLIED MATLS INC | $7K |
VMIVALMONT INDS INC | $7K |
DOCSDOXIMITY INC | $7K |
IRDMIRIDIUM COMMUNICATIONS INC | $7K |
ALSALLSTATE CORP | $7K |
MASMASCO CORP | $7K |
DAVEDAVE INC | $7K |
NSZNETSCOUT SYS INC | $7K |
FISVFISERV INC | $7K |
CUBECUBESMART | $7K |
EGPEASTGROUP PPTYS INC | $7K |
LOWLOWES COS INC | $7K |
LENLENNAR CORP | $7K |
CABOCABLE ONE INC | $7K |
RIVNRIVIAN AUTOMOTIVE INC | $7K |
SOFISOFI TECHNOLOGIES INC | $7K |
CPTCAMDEN PPTY TR | $7K |
TROXTRONOX HOLDINGS PLC | $7K |
EPREPR PPTYS | $7K |
NXTNEXTRACKER INC | $7K |
WGSGENEDX HOLDINGS CORP | $7K |
PNWPINNACLE WEST CAP CORP | $7K |
LNGCHENIERE ENERGY INC | $7K |
SJNKSPDR SER TR | $7K |
LUVSOUTHWEST AIRLS CO | $7K |
SCHN1EURRADIUS RECYCLING INC | $7K |
ATECALPHATEC HLDGS INC | $7K |
MTGMGIC INVT CORP WIS | $7K |
DVNDEVON ENERGY CORP NEW | $7K |
NSSCNAPCO SEC TECHNOLOGIES INC | $7K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $7K |
CTVACORTEVA INC | $7K |
AXTAAXALTA COATING SYS LTD | $7K |
NVCRNOVOCURE LTD | $7K |
SFSTIFEL FINL CORP | $7K |
XYLXYLEM INC | $7K |
APPNAPPIAN CORP | $7K |
DDOGDATADOG INC | $7K |
KEXKIRBY CORP | $7K |
ILMNILLUMINA INC | $7K |
COURCOURSERA INC | $7K |
EYENATIONAL VISION HLDGS INC | $7K |
FORFORESTAR GROUP INC | $7K |
XERSXERIS BIOPHARMA HOLDINGS INC | $7K |
ULTAULTA BEAUTY INC | $7K |